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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 522 FIFTH AVENUE 11TH FLOOR · NEW YORK, NY 10036 | Advisory (Plan) | $460,806 |
I.E. SHAFFER & CO.4+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $302,055 |
LAZARD ASSET MANAGEMENT4+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $215,587 |
SAGE ADVISORY SERVICES4+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PKWY · AUSTIN, TX 78735 | Investment Management | $144,197 |
WEAVER AND TIDWELL, LLP4+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 28 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Management | $141,311 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $132,990 |
FOUNDRY PARTNERS3 years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 510 FIRST AVENUE NORTH · MINNEAPOLIS, MN 55403 | Investment Management | $105,905 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $76,498 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 45-6138589 50 SOUTH LA SALLE STREET · CHICAGO, IL 60603 | Investment Management | $66,674 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $31,647 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -2.61% | 2.02%-4.6pp | -752.26%+749.6pp | 33.37%-36.0pp |
| Employer contribution / active EE | $16,884 | $12,422+35.9% | $31,802-46.9% | $11,253+50.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |